Across the region, there is a growing need for financial advisers to solve increasingly complex problems for their clients and family offices.
The HNW Certification combines international best-practice and local market case studies in family wealth management to equip advisers with the knowledge and expertise to implement a step-by-step process for providing quality financial advice to HNW individuals.
Through scenario-based assessments, you will emerge with the knowledge and skills to design appropriate asset protection and wealth management strategies, in addition to a marketing and communication plan to attract, advise and retain these clients.
The HNW Certification combines the academic rigour of higher education theory with practical and relevant outcomes centred on financial planning best-practice. This professional certification represents the pinnacle of achievement, providing formal recognition of the highest standard of competence and skill within the financial advice discipline.
Institute of Banking and Finance (Singapore)
The HNW Certification is accredited Level 2 and 3 by the Institute of Banking and Finance (IBF) under the Skills Framework for Financial Services.
This programme is purpose-built for experienced financial practitioners, who wish to further their professional career as a recognised Senior Financial Planner within the IBF Skills Framework.